Import data

Bring transactions in from your bank. Supported formats: QIF, OFX, CSV, MT940.

Steps

1. Pick a parser or leave it on Auto — content sniffing

usually nails it.

1. Pick a file or paste the content directly into the textarea.
2. Tap Parse. For CSV, a column-mapping panel appears; assign

Date and Amount at minimum, then re-tap Parse.

1. Review the preview, pick the target account, tick or untick

rows you want to skip, then commit.

Duplicate detection

If an OFX row's FITID already exists in the target account, the preview tags it as duplicate and auto-skips it. Tap the row to override — useful when the bank reused an id on a fresh export.

Status after import

Imported rows land as unaccepted so they don't move the running balance until you've reviewed them. Open the transactions list and accept rows one by one or in bulk.

Tips

• Use Start over at the bottom to wipe the wizard's state and

restart without leaving the screen.

• The step badge in the top-right (Step N of 4) reflects where you

are: Source → Map columns → Review → Done.